Books Built for Health Pros
We match insurance, memberships, HSA/FSA, and EHR payouts—so you treat patients, not spreadsheets.
Book a CallWorks with TherapyNotes, SimplePractice, Jane, Stripe
We Get How Your Practice Runs
Your clinic isn't "regular." Your books shouldn't be either. We handle the unique challenges of healthcare accounting—from insurance reconciliation to HIPAA compliance.
Insurance A/R You Can Act On
Age by payer and provider. Spot denials fast. Track claims, adjustments, and write-offs so you know what's late and why.
Every Deposit Matched
EHR/processor payout → bank deposit → visit. Every dollar tied back to the care you provided.
HIPAA-Aware Process
Keep PHI out of accounting tools. De-identified data only. Your patient details stay in your EHR where they belong.
Memberships & Packages
Record deferred revenue and recognize as care is used. No inflated profits on day one.
HSA/FSA Clean Receipts
Set up proof and documentation so patient reimbursements stick. No confusion later.
Retail Add-Ons
Map sales tax and COGS for supplements and supplies. Know your real margins.
What You Get
Cash That Makes Sense
See where money comes from (cash vs. insurance) and why. No more guessing.
Claims Under Control
A/R by payer, denial watchlist, days in A/R trend. Know what to fix first.
No 'Mystery' Deposits
Payout Reconciliation Pack links visits → payouts → bank. Every dollar explained.
What You Get Every Month
Clear, useful, actionable reports built for healthcare
How It Works
Assess (Free Check-Up)
Read-only pull of EHR & bank. Get a gap list and action plan.
Clean & Configure
Chart of accounts for healthcare. Map payers, services, taxes. Remove PHI from workflows.
Run & Review
Monthly close + KPIs. Leave the call with next actions, not just history.
Who We Help
Therapists
Superbills for out-of-network clients, sliding scales and package prepaids, telehealth revenue across states, and no-show fees tracked properly.
Chiropractors
Medicare AT vs. maintenance separation, modalities, supplies, and retail tracking, ABNs and write-offs reconciled, and extraspinal services expectations.
Wellness Clinics
HSA/FSA eligibility guidance, memberships and recurring packages, retail supplements inventory & tax, and multi-location accounting.
Ready to Work With Accountants Who Understand Healthcare?
Book a 15-minute call. No prep. No hard pitch. Leave with a clear plan.
Book a CallKeep the checklist—free.